Centralize
Work items, documents, attachments and history live in one shared, permissioned context.
The AI-ready document platform
Document governance, compliance and AI in a single platform.
DOK Genius helps teams govern documents, automate work and unlock trusted AI search. Turn document chaos into structured, auditable workflows — before you scale artificial intelligence.
Multi-tenant
Auditable
AI-ready
Built for document-heavy, compliance-driven teams
Insurance
Legal
Compliance
Back office
Operations
The problem
Scattered documents are a hidden operational risk.
When files, decisions and approvals live across email, drives and disconnected tools, control and accountability disappear — and AI on top of that chaos only amplifies the risk.
Documents everywhere
Critical files sit in inboxes, shared drives and personal folders — duplicated, outdated and impossible to trust.
No control or audit trail
Approvals happen over chat and email, with no record of who decided what, when, or why.
AI without governance
AI is only as reliable as the data and processes behind it. Ungoverned content produces ungoverned answers.
The solution
Govern documents and decisions, then layer AI with confidence.
DOK Genius brings documents, processes and approvals into one controlled system of record — so your organization is structured, auditable and genuinely ready for AI.
Govern
Configurable workflows with states, owners, approvals and validations — enforced, not optional.
Unlock AI
Run semantic search and document intelligence on data you can already trust and trace.
Product tour
See DOK Genius in action
Real screens from the product — exactly what your team will work with, from the guided dossier to AI answers.
Document governance
From a folder of files to a dossier that knows itself.
Document governance means your files don't just sit in storage — the system knows which process they belong to, what each case should contain and who is allowed to see them. DOK Genius is moving step by step from folder logic to dossiers with rules. Here's where that journey is today.
Two views of the same model — one to configure it, one to use it.
Setup · Architect
Document Package
Groups related processes by business area.
Document Process
Defines the fields, rules and approvers for a case.
Required Documents
The documents each case is expected to hold.
In use · Contributor
Document Package
Groups related processes by business area.
Document Process
Defines the fields, rules and approvers for a case.
Work Item
The case (dossier) your team actually works on.
Documents
Required Documents, materialized in the case.
Attachments
The actual files uploaded.
The Required Documents an architect defines are materialized into each Work Item as the Documents a contributor fills with attachments.
Structured, controlled storage
Documents live inside work items and document processes — with roles, confidentiality levels, multi-tenant isolation and AI search over content you can trace.
A dossier that knows what it needs
Each process will declare the documents a case should hold, so the dossier can show what's complete, what's missing and what's expiring — and guide people to the next step. In progress.
Full document lifecycle
Versioning, retention, formal signature and compliance reporting — the deeper governance layers we're building toward.
Platform
Everything you need to control the document lifecycle.
A complete set of building blocks for governed, end-to-end document operations.
Document Packages
Group related document processes into reusable packages aligned to how your business actually works.
Document Processes
Templates that drive each case: fields, checklists, approvers, org-unit scope and AI search config.
Work Items
Cases with a controlled lifecycle — clear states, owners, history and full traceability.
Dynamic Fields
Capture the exact data each process needs with configurable, validated fields.
Approvals
Sequential or parallel human approvals with comments, rejections, reopens and decisions on record.
DOKPilot
An AI assistant to search, summarize and analyze documents — within permissions and tenant scope.
OCR & AI Processing
Text extraction, classification, embeddings and semantic search powered by pgvector.
Audit Trail
Every action recorded with author, timestamp and context — available for internal review and traceability.
Permissions & Roles
Granular control by tenant, role and confidentiality level across every document and case.
DOKPilot
Ask your documents. Get answers you can trust.
DOKPilot turns governed content into operational knowledge — answering with context, sources and traceability, always inside the user's permissions and tenant.
Semantic search
Find the right information even when the question doesn't match the document's exact words.
Answers with sources
Every response cites its origin so humans can validate before acting.
Permission-aware
Results respect each user's effective access and tenant scope.
DOKPilot
Security & compliance
Governance built into every layer.
Isolation, permissions and a complete audit trail give you verifiable control over sensitive information.
Tenant isolation
Data and configuration fully separated per organization.
Roles & permissions
Access controlled by responsibility and context.
Confidentiality levels
Clear handling for sensitive and restricted content.
Audit trail
Action history available for internal review and traceability.
Use cases
One platform, many document-heavy operations.
Teams across regulated and process-driven industries rely on DOK Genius to keep documents and decisions under control.
Insurance
Govern claims, policy files and supporting evidence with auditable approvals and AI-assisted review.
Claims & policiesLegal
Centralize contracts and matters with controlled access, approvals and decision history.
Contracts & mattersCompliance
Maintain evidence, enforce policies and prepare for audits with traceability by design.
Audit-readyBack office
Standardize document requests, checklists and validations across high-volume processes.
High volumeOperations
Run repeatable document workflows with clear ownership, states and SLAs.
WorkflowsDocument management
Replace scattered drives with a governed system of record for critical documents.
System of recordPricing
Start free. Grow as you use it.
Begin on the free Start plan and let your plan follow your usage — no upfront tier to pick, unlimited users on every plan.
Get started
Control your documents before scaling AI.
Bring documents, approvals and decisions into one governed platform — and make your organization genuinely AI-ready.